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About the Role

Greet members and provide concierge service, assisting them with Personal Teller Machine usage and convenience services. Set up mobile, online, and e-Banking. Advise members on opening deposit accounts and refer them for loans, financial planning, investments, and insurance. Increase member relationships through proactive sales consultations and cross-selling opportunities.

Responsibilities

• Greet members by name and smile, assisting them in utilizing the PTM.
• Communicate effectively, listen, and ask questions to develop customized financial solutions.
• Listen to members, identify pre-approvals for referral opportunities, ask probing questions, cross-sell products, and telemarket for promotions.
• Open and close checking, savings, money market, and CD/IRA accounts following credit union policies.
• Identify and refer loan opportunities to appropriate personnel.
• Proactively identify opportunities to serve members further using the Mini-FiNap process.
• Present features and benefits of deposit products and services and close sales.
• Educate members on convenience services like mobile, e-banking, bill pay, direct deposit, ATM, and shared branches.
• Telemarket and follow up on new accounts to ensure full utilization of deposit accounts and convenience services.
• Use good judgment when establishing new accounts and accepting deposits to minimize risk.
• Prioritize and follow up on all pending work and sales opportunities.
• Work as a team player, prioritize tasks, and handle high volume traffic.
• Maintain a neat and organized work area.
• Support other branches when necessary.
• Conduct oneself in an ethical manner and hold others accountable to the organization's values and standards.
• Ask questions, seek guidance, and report concerns or violations of company policy or ethical standards.

Requirements

• Six months of customer service/sales experience.
• Ability to read and write English.
• Ability to input, extract, and read data and Standard English on a PC.
• Very good verbal communication skills.
• Proficient in Microsoft Office: Outlook, Excel, and Word.
• Ability to use multiple system programs simultaneously.
• Regularly use hands to handle, feel, and communicate.
• Apply manual dexterity, including hand/wrist flexibility, for computer keyboarding.
• Frequently sit for extended periods, stand, walk, reach, climb or balance, and smell.
• Frequently hear and speak to use the telephone, make presentations, and communicate in an office environment.
• Occasionally sit and stoop, bend, kneel, or crouch.
• Occasionally lift and/or move up to 15 pounds.
• Specific vision abilities required include close vision, distance vision, and peripheral vision.

Skills

• Customer service
• Sales
• Communication
• Microsoft Office (Outlook, Excel, Word)
• PC proficiency
• System program usage

Location

• Onsite

Work Type

• Full-time

Experience Level

• 6 months customer service/sales experience

Education Level

• High school diploma or GED required
• Associate's degree preferred

About the Company

• Financial Partners shares a collaborative obligation to ensure ethical conduct and accountability to the organization's values and standards.
• Every Partner has the responsibility to ask questions, seek guidance, and report concerns and/or violations of company policy or ethical standards.
• Financial Partners has several processes in place to communicate with leadership and expects partners to have a commitment to integrity and uncompromising values.